Indemnity form FZMF Filling in this form. Part 1 Account details. Part 2 Executor(s) / Administrator(s)
|
|
|
- Eric Bailey
- 5 years ago
- Views:
Transcription
1 Filling in this form Please complete this form to enable us to consider your claim. Please use the margin notes to assist you in completing the form. If the answers given are not sufficient, we may have to request further information. Part 1 Account details Full name of account holder 0918 When we say Standard Life, we or us, we mean Standard Life Savings Limited. If you need any help completing this form, please contact us on (Call charges will vary) Existing account (if applicable) Part 2 Executor(s) / (s) Title (Mr/Mrs/Miss/Ms/ Other eg Dr/Rev) (in full) These are the people who are entitled legally to deal with the Account Holder s estate. If you are not the or are in any doubt, please contact your own solicitor. If there are more please provide details on a separate page. September 2018 Page 01 of 06
2 Part 2 Executor(s) / (s) (continued) Title (Mr/Mrs/Miss/Ms/ Other eg Dr/Rev) in full These are the people who are entitled legally to deal with the Account Holder s estate. If you are not the or are in any doubt, please contact your own solicitor. If there are more please provide details on a separate page. Title (Mr/Mrs/Miss/Ms/ Other eg Dr/Rev) in full Permanent UK residential address Page 02 of 06 September 2018
3 Part 2 Executor(s) / (s) (continued) Title (Mr/Mrs/Miss/ Ms/Other eg Dr/Rev) in full Permanent UK residential address These are the people who are entitled legally to deal with the Account Holder s estate. If you are not the or are in any doubt, please contact your own solicitor. If there are more please provide details on a separate page. Do the debts of the Account Holder exceed his/her assets? Yes No Is the Account Holder s estate subject to proceedings under the Insolvency Act 1986/ Insolvency Order (Northern Ireland) 1989 or Bankruptcy (Scotland) Act 2016? Yes No An asset is property which belonged to the Account Holder and forms part of his/her estate. September 2018 Page 03 of 06
4 Part 3 Data Protection Notice and Communication Preferences - Important, please read Data Protection Notice Using your Personal Information We will collect and use personal information about you and any other named individual on your application such as your name, date of birth and national insurance in order to provide this product or service and manage our relationship with you. It may be necessary as part of this product or service to collect and use personal information which is defined as special category data by data protection law e.g. Health related. Any such special category data will only be collected and used where it s needed to provide the product or service you have requested or to comply with our legal and regulatory obligations and where we have obtained your explicit consent to process such information. To provide this product or service and meet our legal and regulatory obligations, we will keep your personal information and copies of records we create (e.g. calls with us) while you are a customer of ours. If this application does not proceed or when you no longer have a relationship with us, we are required to keep information for different legal and regulatory reasons. The length of time will vary and we regularly review our retention periods to make sure they comply with all laws and regulations. The information collected may be shared with other parts of Standard Life Aberdeen Plc and other companies we work with to support us in the provision of the product or service you have with us. We may also share your information with our regulators, HM Revenue & Customs and your adviser where necessary and lawful to do so. Whenever we share your personal information, we will do so in line with our obligations to keep your information safe and secure. The majority of your information is processed in the UK and European Economic Area (EEA). However, some of your information may be processed by us or the third parties we work with outside of the EEA, including countries such as the United States. Where your information is being processed outside of the EEA, we take additional steps to ensure that your information is protected to at least an equivalent level as would be applied by UK / EEA data privacy laws e.g. we will put in place legal agreements with our third party suppliers and do regular checks to ensure they meet these obligations. For more information on how Standard Life Aberdeen processes your personal information and what your rights are, please read our Privacy Policy at or write to the Data Protection Officer at Standard Life Aberdeen, 1 George, Edinburgh, EH2 2LL or SLA_DPOfficeaberdeenstandard.com All parties named on this form have a right to know that Standard Life holds personal data about them and what purposes it will be used for. Please give them an opportunity to read this notice. Communication Preferences Your essential updates We ll share important information on your plan and your choices, products and services, plus financial tips from our experts. We also want to help you plan for the future by keeping you updated on: Latest news and offers from Standard Life Aberdeen PLC No Yes For information about Standard Life Aberdeen companies visit StandardLifeAberdeen.com. Offers of interest from our preferred partners No Yes To understand how, where and why we use your information, read our Privacy Policy Part 4 Money Laundering To comply with the Money Laundering Regulations 2007, we may verify your identity by carrying out an online check with a reference agency. Where an online check is carried out, the agency will verify your identity against public records and it will also check whether you have a credit history (but it will not disclose any information about your actual borrowings). The agency will add a note to show that an identity check was made to your credit file, but this information will not be available to any third parties. We regret that we cannot offer an alternative unless the online check does not confirm your identity, in which case we will carry out a manual check. Page 04 of 06 September 2018
5 Part 5 Undertaking to be signed by all Executor(s) / (s) I/WE, the of the Account Holder CONSIDERING that Standard Life Savings Limited ( Standard Life ) has agreed to pay or transfer the assets and/ or money in the account stated in Part 1 in accordance with my/our instructions without requiring me/us to produce a Grant of Probate/ Letters of Administration/Confirmation to it, HEREBY DECLARE, that the answers given to the foregoing are true and to the best of my/our knowledge and belief and I/WE AGREE and UNDERTAKE to fully indemnify Standard Life against any claims or demands, to the value of the assets and/or money paid or transferred, which may be brought against it at any time hereafter. IN WITNESS WHEREOF these presents are subscribed by me/us on Date () () * A witnesses should be independent and not a person already mentioned in this document, nor the Account Holder s spouse or civil partner. September 2018 Page 05 of 06
6 Part 5 Undertaking to be signed by all Executor(s) / (s) (continued) () () * A witnesses should be independent and not a person already mentioned in this document, nor the Account Holder s spouse or civil partner. When this form has been fully completed and signed, please send it to the address below. Standard Life, Dundas, 20 Brandon, Edinburgh, EH3 5PP Standard Life Savings Limited, provider of the FundZone Platform, is registered in Scotland (SC180203) at 1 George, Edinburgh, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority Standard Life Aberdeen, reproduced under licence. All rights reserved. Page 06 of 06 September 2018
FundZone ISA Stocks & Shares Transfer (cash)
FundZone ISA Stocks & Shares Transfer (cash) Application Form Who this form is for This form is for existing customers who wish to transfer a Stocks & Shares ISA in cash from another ISA Manager to Standard
FundZone Investment Funds Re registration
FundZone Investment Funds Re registration Application form Who this form is for This form (FZMF33c) is for existing customers who wish to re register an Investment Fund(s) from another Investment Fund
FundZone ISA. Application form FZMF30A Who this form is for. Filling in this form. Part 1 Your investment. Adviser details
Application form Who this form is for This form is for anyone who wishes to invest in a Stocks & Shares ISA with Standard Life Savings Limited 0518 Consultant Code Filling in this form Before completing
With Profits Bond. Application form WPB Who this form is for. Part 1 Filling in this form. Part 2 Details of your investment
Application form Who this form is for This form is for existing customers who want to make an additional payment into Standard Life's With Profits Bond. Part 1 Filling in this form If you are receiving
Transfer Certificate. For a transfer from a Pension Scheme or Policy to Standard Life EPP/Group Plan PEN Filling in this form
Transfer Certificate For a transfer from a Pension Scheme or Policy to Standard Life EPP/Group Plan Filling in this form Standard Life in this form means Standard Life Assurance Limited This application
Group Personal Pension Flex
Application Form (For employed individuals) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employees who wish to join a Group Personal Pension
Group Stakeholder Pension Plan
Shortened application form (For employed or self employed individuals) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employees, or self employed
International Portfolio Bond for Wrap
International Portfolio Bond for Wrap Application to make recurrent single payments Financial adviser s details 0918 This section should be completed by your financial adviser. Failure to complete the
Personal Pension Plan
(Application for acceptance of a transfer payment up to three transfers) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited. This form is for people who want to
Personal Pension Plan
Application to increase payments Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form can be used for Personal Pension Plan and Personal Pension One contracts
Active Money Self Invested Personal Pension
Active Money Self Invested Personal Pension Application form Internal Drawdown transfers from a Group Plan or an Executive Pension Plan Who this form is for You should use this form if you wish to transfer
Gift Plan. Flexible Trust GP30FTRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Gift Plan Flexible Trust Wrap cases only GP30FTRUST 0817 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your Beneficiaries
FundZone ISA. Application form FZMF30A Who this form is for. Filling in this form. Part 1 Your investment. Adviser details
Application form Who this form is for This form is for anyone who wishes to invest in a Stocks & Shares ISA with Standard Life Savings Limited 0118 Consultant Code Filling in this form Before completing
Group Self Invested Personal Pension
Group Self Invested Personal Pension Application form (for transfer, single or regular payments) Who this form is for 0418 When we refer to Standard Life we mean Standard Life Assurance Limited This form
FundZone Data Capture Form
with Declaration Notice Online new business 0118 Who this form is for This form is for financial advisers to gather details to submit online new business on FundZone Filling in this form Gather all the
An ISA may only be held in one individual s name.
When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to transfer a Stocks and Shares ISA or a Cash ISA from another ISA
Loan Plan. Absolute Trust LP30ATRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Loan Plan Absolute Trust Wrap cases only LP30ATRUST 0817 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your Beneficiaries
Mutual Funds ISA Application form
When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to invest in a Stocks and Shares ISA with Standard Life Investments
Corporate Stakeholder Pension Plan
Corporate Stakeholder Pension Plan Key features This is an important document. Please read it and keep for future reference. Key features document: Pages 1 15 Terms and conditions for joining: Pages 15
Flexible Pension Plan
Application form for transfer, single or regular payments, and/or income drawdown Who this form is for 0918 When we say Standard Life we mean Standard Life Assurance Limited. You should use this form to
Taking a lump sum from a plan already in Drawdown
Taking a lump sum from a plan already in Drawdown (only use this form if you are requesting a withdrawal of less than 50,000) What this form is for 0817 Only use this form if you have a Self Invested Personal
FundZone Investment Funds & Supermarket Cash Account
FundZone Investment Funds & Supermarket Cash Account Application form Who this form is for This form is for anyone who wishes to open an Investment Fund with a Supermarket Cash account 0817 Consultant
International Bond from Standard Life International
International Bond from Standard Life International Application form - Corporate Who this form is for This form is for investment in the Standard Life International Bond by: any incorporated company that
Gift Plan. Discretionary Trust GP30DTRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Gift Plan Discretionary Trust Wrap cases only GP30DTRUST 0618 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your
International Portfolio Bond for Wrap
International Portfolio Bond for Wrap Application to make recurrent single payments Financial adviser s details 0118 This section should be completed by your financial adviser. Failure to complete the
Group Flexible Retirement Plan
Group Flexible Retirement Plan Key features This is an important document. Please read it and keep it for future reference. Key features document: Pages 1 20 Terms and conditions for joining: Pages 21
Active Money Self Invested Personal Pension and Active Money Personal Pension
Active Money Self Invested Personal Pension and Active Money Personal Pension Application form For third party payments Who this form is for You should use this form if you want to make third party payments
Your tax-free lump sum
As this calculation is carried out as, any information provided in relation to employment after is irrelevant Who this form is for 0817 This form is for individuals who would like to take a cash lump sum
Group Personal Pension
Application Form (For employed or self-employed individuals) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employees, or self-employed individuals
Synergy Executive Pension Application by trustees of a self-administered scheme
Synergy Executive Pension Application by trustees of a self-administered scheme Before you complete this form SYEP31 V09 0518 Please read your Illustration, Investment Options guide (SYI01) and Self-Directed
Active Money Personal Pension
For office use only R P Who this form is for Active Money Personal Pension Application form For transfer, single or regular payments 0817 Use this form to take out an Active Money Personal Pension (AMPP)
Bypass Trust PSBT
Bypass Trust Important PSBT30 0214 This trust is only suitable if you the Settlor, your Trustees and all of your Beneficiaries are resident in the UK and intend to remain resident in the UK. If you and
Group Personal Pension Flex
Group Personal Pension Flex Key features This is an important document. Please read it and keep for future reference. Key features document: Pages 1 18 Terms and conditions for joining: Pages 18 24 The
Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA
For customers Aegon Platform Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA In this form, Aegon means Cofunds Limited. Before completing this form You must have received
ISA Employee Application Form - Execution Only
ISA Employee Application Form - Execution Only This form is for investing in a Stocks and Shares ISA with Standard Life Investments (Mutual Funds) Limited. Before you sign this form you must read an up-to-date
Self Invested Personal Pension and Group Self Invested Personal Pension
Self Invested Personal Pension and Group Self Invested Personal Pension Instruction for payment of death benefits Who this form is for You should complete this form to let Standard Life know how you would
International Bond from Standard Life International
International Bond from Standard Life International Application form - Trust Who this form is for This form is for investment in the Standard Life International Bond by: trustees of an existing trust (please
Gift Plan. Absolute Trust GP30ATRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Gift Plan Absolute Trust Wrap cases only GP30ATRUST 0918 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your Beneficiaries
Stakeholder Pension Plan
Application form Who this form is for 0817 When we refer to Standard Life we mean Standard Life Assurance Limited. This form is for people who want to become members of the Standard Life Stakeholder Pension
Group Self Invested Personal Pension
Group Self Invested Personal Pension Employer application Who this form is for 0918 When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employers who wish to set up
Request for the scheme to pay the Annual Allowance Charge
Request for the scheme to pay the Annual Allowance Charge Plan number When to use this form Please use this form if you wish Standard Life to pay part or all of your Annual Allowance tax charge from your
Synergy Personal Pension
Synergy Personal Pension Key features This is an important document. Please read it and keep for future reference. For new policies from 1 September 2014 When buying a financial product, it is important
Additional Permitted Subscription
When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to apply to subscribe to an Additional Permitted (APS), add additional
Group Flexible Retirement Plan (GFRP) to Group Self Invested Personal Pension (GSIPP)
Group Flexible Retirement Plan (GFRP) to Group Self Invested Personal Pension (GSIPP) Upgrade form Using this form When we refer to Standard Life we mean Standard Life Assurance Limited You should use
For adviser use only. Your Wrap guide. View only access
For adviser use only Your Wrap guide View only access Introduction If you acquire a client who holds assets on the Standard Life Wrap platform, you may be unclear as to how you can best service these assets.
Loan Plan. Flexible Trust LP30FTRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Loan Plan Flexible Trust Wrap cases only LP30FTRUST 0817 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your Beneficiaries
Group Stakeholder Pension Plan
Employer application Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited. This form is for employers who wish to set up a Group Stakeholder Pension Plan for their
Synergy Regular Invest
Synergy Regular Invest Key features This is an important document. Please read it and keep for future reference. When buying a financial product, it is important that you understand what the product is,
An Outline of your employer s executive pension plan Stanplan A Member s Outline
An Outline of your employer s executive pension plan Stanplan A Member s Outline Important: please read and keep for future reference Stanplan A A retirement and death benefits plan with Standard Life
Wrap ISA and Wrap Personal Portfolio
Wrap ISA and Wrap Personal Portfolio Key Features This key features document is for UK residents only. The Financial Conduct Authority is a financial services regulator. It requires us, Standard Life,
Synergy Investment Bond
Synergy Investment Bond Key features This is an important document. Please read it and keep for future reference. For new policies and top ups from 1 September 2014 When buying a financial product, it
Corporate Stakeholder Pension Plan Key features
Corporate Stakeholder Pension Plan Key features This is an important document. Please read it and keep for future reference. Key features document: Pages 1 15 Terms and conditions for joining: Pages 15
An Outline of your employer s pension plan Stanplan A Member s Outline (for a pension plan that is a Qualifying Workplace Pension Scheme)
An Outline of your employer s pension plan Stanplan A Member s Outline (for a pension plan that is a Qualifying Workplace Pension Scheme) Important: please read and keep for future reference Stanplan A
International Bond from Standard Life International
International Bond from Standard Life International Application form Individual Who this form is for This form is for investment in the Standard Life International Bond by: individuals and/or parties acting
Self Invested Personal Pension and Group Self Invested Personal Pension
Self Invested Personal Pension and Group Self Invested Personal Pension Instruction for payment of death benefits Who this form is for You should complete this form to let Standard Life know how you would
Synergy Buy Out Bond. Key features
Synergy Buy Out Bond Key features This is an important document. Please read it and keep for future reference. For new policies from 6 April 2017 When buying a financial product, it is important that you
Aegon ISA transfer application form
For customers Aegon Platform Aegon ISA transfer application form In this form, Aegon means Cofunds Limited. Use this form to transfer investments from an ISA held with another ISA manager to an Aegon ISA.
Gift Plan. Discretionary Trust GP30DTRUST Wrap cases only. Important. Part A Date of Trust. Part B My Details (Settlor(s)) Wrap Account details
Gift Plan Discretionary Trust Wrap cases only GP30DTRUST 0817 Wrap Account details Account number Account name Important This trust is only suitable if you (the Settlor(s)), your Trustees and all of your
Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13)
Declaration of Trust Scotland Single Settlor Flexible TD1S (11.13) Part A - Date of Trust If you are applying for a new policy and wish it to be issued in trust please tick this box and leave the date
Group Additional Voluntary Contributions Plan. Making the most of your pension
Group Additional Voluntary Contributions Plan Making the most of your pension Contents 01 Get more from retirement 02 We can help 03 How it adds up 05 How your pension pays out 07 What are the charges?
Trustee Investment Plan and Personal Pension Investment Plan
Trustee Investment Plan and Personal Pension Investment Plan Application form Part 1 Request and Undertaking When purchasing a Trustee Investment Plan or a Personal Pension Investment Plan, the trustees
Executive Pension Plan
Executive Pension Plan Key features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us, Standard
Fidelity Personal Pension Top up form (for making a transfer or single/regular payments)
Fidelity Personal Pension Top up form (for making a transfer or single/regular payments) With this form you can: set up a regular payment into an existing plan make a single payment into an existing plan
Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14)
Declaration of Trust Scotland Single Settlor Absolute TD12S (02.14) Part A - Date of Trust If you are applying for a new policy and wish it to be issued in trust please tick this box and leave the date
Adviser charge instruction
For customers Wealth Management Portfolio Adviser charge instruction About this instruction You should use this instruction if you have a Wealth Management Portfolio bond and you would like to do any of
Aegon GIA application for pension schemes form
For customers Aegon Platform Aegon GIA application for pension schemes form In this form, Aegon means Cofunds Limited. Use this form to apply for an Aegon General Investment Account (GIA) to be held on
ISA and Personal Portfolio
ISA and Personal Portfolio Key features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us, Standard
ISA and Investment Funds
ISA and Investment Funds Key features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us, Standard
Aegon General Investment Account re-registration application form
For customers Aegon Platform Aegon General Investment Account re-registration application form In this form, Aegon means Cofunds Limited. Use this form to transfer funds into an Aegon General Investment
Technical guide For adviser use only (not to be relied on by anyone else)
FundZone Technical guide For adviser use only (not to be relied on by anyone else) Contents 03 What is FundZone? 03 The advantages 03 Who is eligible? 03 How to invest on FundZone 03 ISA cash transfers
Dear. Scottish Equitable Stakeholder Scheme (the Scheme ) Group Stakeholder Pension plan application
Dear Scottish Equitable Stakeholder Scheme (the Scheme ) Group Stakeholder Pension plan application Your employer has sent us an application for you to join its Group Stakeholder Pension plan with Aegon.
Onshore Bond for Wrap
Onshore Bond for Wrap Key Features This is an important document. Please read it and keep it along with your personal illustration for future reference. The Financial Conduct Authority is a financial services
Single withdrawal/cash-in form
For customers International investment solutions Single withdrawal/cash-in form About this form You should use this form for one-off withdrawals or if you re fully cashing in any of the following products:
XFAR PRESTIGE - PROPERTY MANAGEMENT PO Box 819 PARADISE POINT QLD Suite 4/247 Bayview Street RUNAWAY BAY QLD 4216 M: P: (07) 5577
take the hard work out of your move we ll set everything up for you... it s easy and it s FREE Your Free No Obligation Connection Service Step 1 Select the utilities you would like connected by ticking
PO Box 194, Paddington QLD 4064 Ph: APPLICATION FORM. Company Name: ABN: Address.
APPLICATION FORM Company Name: Trading Name: Business Address: PO Box 194, Paddington QLD 4064 Ph: 07 3217 5377 Email: info@cifinance.com.au ABN: Mobile No: : Name of Trust Name of Trustee Director Details
Flexible Pension Plan
Flexible Pension Plan Key features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us, Standard
Pension Contribution Insurance
Pension Contribution Insurance Key Features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us,
New Business Checklist Form MM0200 (03/2004)
New Business Checklist Form MM0200 (03/2004) This form should be completed when opening an account and on completion it should be submitted to the Manager, for approval, prior to the acceptance of the
Protecting your personal information
For customers Protecting your personal information Find out about our policy on privacy and data protection 1 Here at Aegon, we re committed to protecting and respecting your privacy. Looking after the
Standard Life Investments Liquidity Fund Plc
Standard Life Investments Liquidity Fund Plc (the Fund ) The account can be opened based on fax/electronic copies of the documents, however, subscriptions will not be accepted until the application form
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2 Customer Type e.g. Buy to Let, Self Build, Mainstream Existing Account Number(s) Please submit Stage 1 of the Additional Borrowing Form to receive
Gift Plan. Using a Standard Life International Bond or Onshore Bond Questions and answers
Gift Plan Using a Standard Life International Bond or Onshore Bond Questions and answers Important information for the Settlor, Trustees and their adviser(s) Estate planning needn t be taxing These questions
Policyholder details form
For customers International investment solutions Policyholder details form Please read these notes before completing this instruction. About this form You should use this form if ownership of an Aegon
Variable Protection Plan
Variable Protection Plan Key features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is a financial services regulator. It requires us, Standard
Entity self-certiication declaration
Entity self-certiication declaration Please read through the entire form including the explanatory notes before filling it out. About this form An entity can be a trust, company, charity, pension fund
Wrap ISA and Wrap Personal Portfolio
Wrap ISA and Wrap Personal Portfolio Key Features This key features document is for UK residents only. The Financial Conduct Authority is a financial services regulator. It requires us, Standard Life,
MiFID II. Wrap Platform user guide
Wrap Platform user guide Introduction This user guide details the platform user interface (UI) changes to support the MiFID, MIFR and PRIIPS regulations. The regulations bring transparency and clarity
Wrap ISA and. Wrap Personal Portfolio. Key Features. Helping you decide. 2. Your commitment. 1. Its aims
Wrap ISA and Wrap Personal Portfolio Key Features This key features document is for UK residents only. The Financial Conduct Authority is a financial services regulator. It requires us, Standard Life,
Please note we cannot accept Internet bank statements as within the last 3 months evidence of your identity.
Page 1 of 5 Payment Release Form Please fill in all sections of this form to enable us to identify and pay the person(s) entitled to this policy s benefits. We will not disclose the information provided
Retirement Expense Tool
Retirement Expense Tool Case Study September 2018 For adviser use only Please note: This is a case study to help inform advisers only. It should not be relied upon by anyone else. The adviser is ultimately
Executor Authority & Small Estates Declaration & Indemnity Form Bank of Scotland Share Dealing
Under 50,000 ( 36,000 in Scotland) Executor Authority & Small Estates Declaration & Indemnity Form Bank of Scotland Share Dealing Bank of Scotland Share Dealing Account Details Bank of Scotland Share Dealing
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2 Customer Type e.g. Buy to Let, Self Build, Mainstream Existing Account Number(s) Please submit Stage 1 of the Additional Borrowing Form to receive
Qualified Recognised Overseas Pension Scheme (QROPS) transfer form Where applicable, trustees should complete this form on behalf of the member
Qualified Recognised Overseas Pension Scheme (QROPS) transfer form Where applicable, trustees should complete this form on behalf of the member 1. Your details Full Name and Title Residential Address Policy
About your application
Savings Personal savings About your application About your application Account name What is the interest rate? You can find the rate in our cash illustration, below. Interest is accrued daily and is payable
Execution-only stockbroking. An investor s guide
Execution-only stockbroking An investor s guide Contents 02 Getting started 04 Setting up and running your account 05 Keeping in touch We give customers the highest levels of support Which is why we ve
NHS Pensions - Transfer in guide and application pack. Help for anyone thinking of moving their pension rights to the NHS Pension Scheme
NHS Pensions - Transfer in guide and application pack Help for anyone thinking of moving their pension rights to the NHS Pension Scheme Transfer in guide and application pack V18-05/2018 What is this guide
Synergy Buy Out Bond Application
Synergy Buy Out Bond Application Before completing this form SYBOB30 V34 0518 Please read your Personal Illustration, Key Features document (SYBOBKF1), Investment Options guide (SYIO1) and Self-Directed
INDIVIDUAL SAVINGS ACCOUNT (ISA) APPLICATION FORM FOR OFFICE USE ONLY S B. Introducer Code (if different from above) Branch Sort Code.
INDIVIDUAL SAVINGS ACCOUNT (ISA) APPLICATION FORM FOR OFFICE USE ONLY Agency Number Referral Type Vantive Lead ID Introducer Code (if different from above) Campaign Code Branch Sort Code SB Code S B Share
Group Stakeholder Pension Plan Key features
Group Stakeholder Pension Plan Key features This is an important document. Please read it and keep for future reference. Key features document: Pages 1 17. Terms and conditions for joining: Pages 17 20.
Active Money Personal Pension Key Features
Active Money Personal Pension Key Features This is an important document. Please read it and keep for future reference. The Financial Conduct Authority is the independent financial services regulator.